In the News
Don’t Let Ex-Employees Keep the (Financial) Keys: Your 10-Step Offboarding Checklist
They turned in their laptop. You disabled their email. You’re covered, right?
Not even close.
When an employee leaves—whether it’s a planned departure or a sudden exit—your financial systems can be left wide open if you don’t have the right offboarding process in place.
Separation of Duties in a Small Team: Yes, You Still Need It
When you run a small business, wearing multiple hats is normal. But when one person wears all the financial hats—that’s where trouble starts.
I’ve seen it more than once: A trusted team member who enters invoices, cuts the checks, and reconciles the accounts… and before long, things don’t quite add up. Sometimes it’s a mistake. Sometimes it’s intentional. Either way, it’s a mess to untangle.
6 Warning Signs Your Small Business Has an Internal Controls Problem (and how to fix them)
I can’t tell you how many times a small business owner has called us in for help with their books—only for us to uncover something much bigger.
They often think it’s just a reconciliation issue or a miscategorization. But once we start digging, we almost always find gaps in internal controls—some small, some serious. And in most cases?
Most Small Businesses Have Weak Internal Controls—Here’s How to Fix Things Before It’s Too Late
Running a business of any size is no small feat. When it’s a small business, the buck stops with you— you’re in charge of all decisions, putting out fires, and wearing more hats than you ever imagined. It makes sense that internal controls often get overlooked, but failing to put a system in place can cost you in a big way.
I’ve worked with countless small businesses, and I can tell you that most don’t realize they have an internal controls problem until something goes horribly wrong. Maybe an employee has too much access, an account is tied to the wrong person, or fraud goes undetected for months.